I was NOT able to designate a distribution from a traditional IRA to a ROTH conversion . Turbotax erroneously called it an inherited IRA. We were taxed appropriately, but I wonder how TurboTax will remember it next year. Also, I was not able to designate 100% of my refund to pay forward for the next tax year. Once I put one dollar amount in the box, I was NOT able to edit it to a different amount..

It was difficult for me to manually enter a 1099-R form that could not be imported. I would have preferred to automatically be shown the forms that were downloaded. As it was I had to hunt around to be able to find this information. that was a HUGE drawback to this year's software.

Just one area was confusing, during review of one of my states, it stated the State Tax withheld for that state did not match the amount in my federal tax form. But it did not take or show me the area that is was missing from. Found the answer in the online help after a while of searching. Filling out information for the Codes in a K-1 is also a little tricky...

Accuracy? The online version was completely unusable. Imported and was filing SAME 1099 multiple times? Didn't discover without looking at forms view. Support I for some unknown reason was forced by IRS to file by mail. I have not heard or know if they even got my taxes and won't even let me check for 6 weeks, BULL CRAP>

I had huge problems trying to download the desktop version. If you are going to sell a desktop version, then you should make it simple to find the download screen and stop pushing the online version. If I had wanted the online version, I would have gotten the online version. No need to try to get me to go online 5 different times. Once downloaded, everything worked fine on the Mac. The investment screens were much more confusing that the old style...not a fan. There were some other minor confusing areas, but I managed to figure them out and go back to make changes if I did it wrong. Overall still a good product, but I think the 2025 version was a bit less useable than the 2024 version.

In the "Forms" mode, please provide a list of forms that is in alphabetical order! The topic ordered list you provide almost makes sense in part, but it is really painful searching for obscure form names or numbers. Also, make that list searchable! You have many obscure demands, like you want to know if an investment is SEP or simple (or something else) but the 1099 check says it is SE/Simple. And you insist I chose 1.

I use a CPA every year to confirm my filings even though I'm taking the standard deduction. For $50 it's worth it and I sleep better. The software is easy t follow though since you can import almost any investment bank or broker data and the program inputs it in the right places why bother to do it yourself. I've used the desk top version since 1996 because I want to see the forms as I fill them, not just at the end.

Because several software programs where no longer being supported by my older Windows 10 computer, we decided to purchase a new computer with Windows 11. I had zero issues with 2025 Turbo Tax Premier down loading, setting up, and filing. I've used Turbo Tax in the past and once I got it loaded, I liked how easily it walks you through each step.

Entering Charitable items was a pain this year! It was easier in past years. Also didn't like the wording Turbo tax used on TABOR refund. I was unclear about whether or not I got the Tabor refund I was due. TABOR is known as the taxpayer bill of rights in Colorado.

Interface - I am not a fan of the interface and the layout where all questions are in one corner and the fonts in the extra information boxes are extremely small making it very difficult to read. Is there a way to improve that? Accuracy - lack of explanation regarding how certain amount is treated (e.g. when there is a need to split form 1098 amount, there seems to be no option to split and there is no explanation how the full amount will be treated).